In the LeadMaster search results you can customize the view to include the ‘Last Action’ field.
Last Action Field in Search Results
Here are the actions which will trigger a ‘Last Action’ update.
- Adding a callback/event
- Attaching a custom form
- Assigning a record
- Adding an opportunity
- Adding a quote
- Updating a record
- Assigning a campaign to a record
- Cloning a record
- Add a contact
- Attach a file
- Add notes
- Add a case
- Request an update to the record
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